WS #6653
No genuinely new developments detected in the last 30 minutes. The previous synthesis remains current with no material changes or counter-signals.
Key developments
- Israeli airstrike targets Hezbollah Radwan Force commander in Beirut's Dahieh district
- Oil slides 7% on Iran deal hopes; Carlyle warns US oil storage could run dry by July 4
- AMD surges 17% on strong Q1 guidance; analysts raise targets
- SpaceX considers up to $119B 'Terafab' chip factory in Texas with Intel and Tesla
- Anthropic taps SpaceX/xAI Colossus 1 compute with 220k+ NVIDIA GPUs
- DeepSeek in talks for $45B valuation in first funding round led by China state fund
- Core Scientific hits all-time high on 1.5 GW expansion plan
- Japan purchases 20 million barrels of UAE crude to bypass Strait of Hormuz